Advisor profile


My approach

I approach financial planning from a very analytical and process-driven mindset, and I focus on working with engineers at high-tech firms that have at least $500,000 in investable assets.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Employee Stock Options
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • RICP® Retirement Income Certified Professional
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™

Education

  • Master of Engineering - Electrical Engineering, Cornell University, Ithaca, NY
  • Bachelor of Science - Electrical Engineering, Cornell University, Ithaca, NY

Interests

  • Married, with two daughters
  • Brazilian Jiu-jitsu blue belt
  • 2014 USTA National Tennis Championships Finalist (Mens 2.5)
  • Former BCA Recognized Pool Instructor
  • Second Degree Black Belt in Taekwondo
  • Also enjoys chess, volleyball, piano.

Community participation

  • Judge and guest speaker for InvestWrite (SIFMA Foundation for Investor Education), 2010-2021
  • Volunteer for Placer Food Bank, 2014-2019

Awards & recognition

  • Five Star Wealth Manager, 2012-2021
  • Ameriprise Circle of Success, 2012, 2014, 2017
  • Ameriprise Client Experience Award, 2020

Professional associations

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.